Backup & History

In IBM Process Mining, you can create a backup to save the current state of your project and view the list of backups that are applied on the project.

A project backup in IBM Process Mining contains many core elements of a process analysis such as cost model, analytics dashboard, field mapping, reference model, and filter templates. You can use the backup to import metadata of one project to another. Also, you can reuse the process mining analysis. When you complete a process analysis, you can export a backup to reuse the metadata in similar cases.

You can select the elements and attributes you want to include in the project backup. Also, when you apply a backup, you can select the elements or attributes that are imported to the project.

The Backup & History page of the IBM Process Mining application includes the following tabs:

Backups
You can use the Backups tab to create, upload, apply, download, and delete a backup. If a backup is not imported when you create a project, the system automatically creates a backup of the project and names it as Default initial backup.
The created backup includes:
- The metadata based on data mapping, which is performed during the project creation process.
- Reference models, if any exist.

You can find the created backup in the Saved backups section.
If a backup was uploaded during the project creation phase, then the backup is automatically added to the list of saved backups. This backup also includes the reference models imported to the project during the project creation phase, if any exist.

History
You can use the History tab to view the list of backups that are applied to the project. For more information, see Viewing the backup history.

Refer to the following sections to learn more on using the Backup & History page:

Creating a backup

You can use the following steps to create a backup:

  1. Open the project and then go to Data & Settings > Project > Backup & History.

  2. In the Backups tab, click Create backup.

  3. In the Name field, type a name for the backup.

  4. Select the elements and attributes that you want to include in the backup.

    You can choose only from the elements and attributes that are available in the project.

    By default, the Data Stream checkbox is not selected even when the project contains a data stream. This is because when you export a data stream, the credentials that are associated with it are also exported.

  5. Create the backup.

Uploading a backup

You can use the following steps to upload a backup:

  1. Open the project and then go to Data & Settings > Project > Backup & History.

  2. In the Backups tab, click Upload backup.

  3. In the dialog, select the required file.

  4. Open the file.

Applying a backup

To import and reuse the metadata in a backup, you must apply it to the project.

To apply a backup, do the following steps:

  1. Open the project and then go to Data & Settings > Project > Backup & History.

  2. In the Backups tab, click Apply backup corresponding to the required backup.

  3. In the Apply backup dialog, select or clear the checkboxes that are related to the element and attributes you want to apply to the project.
    You can choose only from the elements and attributes that are available in the project.

  4. Apply the backup.

When you apply a backup with analytics dashboards to a project, it creates new copies of analytics dashboards in the project instead of overwriting the existing dashboards.

Downloading a backup

To ensure reusability of a project analysis, you can download the backup to your device. You can use the following steps to download a backup:

  1. Open the project and then go to Data & Settings > Project > Backup & History.

  2. In the Backups tab, click the name of the backup that you want to download.

The Backup downloaded message appears to indicate that the backup is successfully downloaded.

To import the downloaded backup to the project by using any one of the following methods:

  • The Upload backup button in the Backup & History page.
  • The Upload the data source page in the Create a process-mining project wizard.

Searching a backup

On the Backups tab of the Backup & History page, you can use the search box of the Saved backups section to search for the backups based on the name and author. This field is not case-sensitive.

Deleting a backup

You can delete an existing backup only if it is not applied to the project.

The ⓘ icon next to the backup name provides additional information that is related to the backup file. You can identify the default backup that is created by the system or whether a particular backup is applied to a project.

To delete a backup, click the Delete button corresponding to the backup.

By default, the Delete button for the default backup is disabled.

Viewing the backup history

The History tab of the Backup & History page displays the list of backups that are applied to the project.

The following table presents the elements you can view in the History tab:

Element Description
Search for backups by name The option to search for a backup by using the name. Enter the name of the backup in the search bar.
Filter backups by attributes The option to search for the backups that include the selected attribute. Select the attribute from the dropdown list.
Applied backup name Indicates the backups that were applied to the project from earliest to latest. The first row of the table indicates the latest backup that is applied to the project.
Available attributes Indicates the number of attributes the backup includes.
Applied attributes Indicates the number of attributes that you selected when you apply the backup.
Applied timestamp Indicates the timestamp at which the backup was applied.

You can expand each backup to view the list of attributes that were selected before you applied the backup.